Derek Cook, financial advisor Broomfield CO
90 score

Derek Cook

CRD Number: 5583801
Current Firm: Strategic Advisers, Inc.

Derek Cook (CRD# 5583801) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Broomfield, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Broomfield, CO Feb 2011 - Current 5
Discount Tire Company Longmont, CO Jun 2009 - Feb 2011 1
Albertsons Rexburg, ID Apr 2007 - Jun 2009 2
Melaleuca Rexburg, ID Sep 2004 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Derek J. Cook
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90

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